Screener
TAFI vs HIDV
AB Tax-Aware Short Duration Municipal ETF vs AB US High Dividend ETF
Key differences
TAFI is a fixed income ETF, while HIDV is an equity ETF. TAFI charges 0.27% a year and HIDV 0.35%.
- TAFI is a fixed income fund, while HIDV is an equity fund. They carry different risk/return profiles.
- TAFI costs 0.08% less per year.
- TAFI is much larger than HIDV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, HIDV has delivered higher annualized returns.
Side-by-side comparison
| TAFI | HIDV | |
|---|---|---|
| Annual cost (TER) | 0.27% | 0.35% |
| Fund size (AUM) | $1.3B | $192M |
| Since | 2022 | 2023 |
| Dividend yield | 3.17% | 2.25% |
| Asset class | fixed income | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.1% | +27.7% |
| CAGR 3Y | +3.7% | +22.4% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.05 | 1.22 |
| Volatility 1Y | 1.46% | 12.03% |
| Max drawdown | -2.14% | -18.76% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.